Beyond Bulls & Bears

How the Asian Financial Crisis Reshaped Emerging Markets
Emerging Markets

How the Asian Financial Crisis Reshaped Emerging Markets

Templeton Global Macro CIO Michael Hasenstab looks at how the response of local policymakers in the two decades since the Asian Financial Crisis has impacted emerging markets, and why he believes some of the most unloved local currency markets today represent exciting opportunities.

Uncharted Terrain: Today’s Global Market Drivers
Perspectives

Uncharted Terrain: Today’s Global Market Drivers

Despite some uncertainties, economic improvements in developed and emerging markets have supported a positive mood across both equity and fixed income this year. However, with some risks on the horizon, many investors are wondering whether the tide may turn. Against this backdrop, Franklin Templeton’s senior investment leaders discuss where they see opportunities and risks ahead.

Global Economic Perspective: May
Fixed Income

Global Economic Perspective: May

In this month’s Global Economic Perspective, Franklin Templeton Fixed Income Group examines the aftermath of the French election in Europe, signs of a pickup in global growth and whether Japan’s “Abenomics” experiment is working.

Trade and Taxes in a World With Borders
Fixed Income

Trade and Taxes in a World With Borders

“Successful [US] corporate tax reform would go a long way in promoting the incentives for real investment over the long term. Since weak investment has been identified as a potential drag on productivity growth since the global financial crisis, this shift in incentives could have strong and long-lived benefits.” - Michael Hasenstab, Templeton Global Macro

Beyond the Headlines: Finding Opportunities in Today’s Markets
Perspectives

Beyond the Headlines: Finding Opportunities in Today’s Markets

Several of our senior investment leaders recently participated in a roundtable discussion of the events shaping the global markets today, the implications for investors and where they see potential opportunities ahead. Here, we share video and written excerpts from the roundtable.

Latin America: The Rise and Fall of Populism
Emerging Markets

Latin America: The Rise and Fall of Populism

In the latest edition of “Global Macro Shifts,” the Templeton Global Macro team explores Latin America’s failed experiments with populism and the ...

Global Economic Perspective: January
Emerging Markets

Global Economic Perspective: January

Perspective from Franklin Templeton Fixed Income Group® Solid Economic Backdrop Awaits New US Administration As Donald Trump’s inauguration as US ...

Global Economic Perspective: December
Emerging Markets

Global Economic Perspective: December

Perspective from Franklin Templeton Fixed Income Group® US Election Result Moves Markets and Fed Raises Rates As Expected The prospect of a Trump ...

Global Economic Perspective: November
Emerging Markets

Global Economic Perspective: November

Perspective from Franklin Templeton Fixed Income Group® Uncertainty Ahead of Trump Administration but Fundamentals Remain Constructive Following ...

Hasenstab: US Election Rhetoric vs. Realities
Emerging Markets

Hasenstab: US Election Rhetoric vs. Realities

Dr. Michael Hasenstab, CIO of Templeton Global Macro, commented on market reactions to the results of the US election in a video from his team’s ...

Snapshot View: Fed Remains on Hold
Emerging Markets

Snapshot View: Fed Remains on Hold

The US Federal Reserve (Fed) decided not to raise interest rates at its September policy meeting, even though some market observers would argue ...

Spotlight on Brazil
Perspectives

Spotlight on Brazil

With the 2016 Summer Olympic Games underway, the world has been watching Brazil. While Brazil’s economic and political challenges certainly ...